Financial Services
Regal is the AI-powered CX platform for insurance, lending, banking and investment teams.
Drive more leads, convert more clients, respond to more inquiries, and get your clients what they need by enabling fast, secure, personalized outreach across channels.
Regal drives 3,500,000+ ROI-positive conversations a month
Graduate Looking to Refinance
58% Appointment Set Rate
22 year old college grad from New York looking to refinance and consolidate their student loans.
Agent Goal:
Qualify Prospect and Book Time with Agent
Homeowner Looking for Loans
62% Appointment Set Rate
45 year old homeowner looking to take out a loan to build an extension on their home.
Agent Goal:
Qualify Prospect and Book Time with Agent
Use Regal to:
- Increase answer rates
Kevin Heung
VP Performance Marketing, SoFi
"We've seen answer rates go up and success with Regal that delivers strong returns we can truly measure."
Secure More Clients
Boost answer rates with Branded Caller ID, power more dials with Sales Dialer, and drive more conversions by using Journeys to automatically trigger a branded call or SMS when prospects are most interested in your plan or coverage.
Streamline Onboarding
Help guide prospects through your onboarding process by automatically triggering helpful reminders and tips when they get stuck, like a text or branded call prompting them to link their funding source.
Build Lasting Relationships
Increase lifetime value by knowing your customer. Segment your customers based on their attributes – from first-time credit card users to rewards points mavens – and send them personalized product recommendations and tips.
Treat your customers like royalty
Ready to see Regal in action?
Book a personalized demo.